See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,555 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,725 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,119 | $80,968+85.4% | $96,544+55.5% | $75,163+99.7% |
| Participation rate | 98.7% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.5pp |
| Annual return | 13.93% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $889 | $2,282-61.0% | $2,965-70.0% | $2,670-66.7% |
| Participant deferral / active EE | $11,215 | $3,928+185.5% | $4,851+131.2% | $4,125+171.9% |
| Admin fee / account holder | $462 | $6,724-93.1% | $8,252-94.4% | $5,651-91.8% |